Currently Retired

You worked hard during your career and want to know how to sustain your wealth and lifestyle. CWF Group works with retirees, so that they can enjoy the fruits of their labor instead of worrying about their finances and investments.

Questions you might have include;

How much retirement income can I generate to live the lifestyle I desire?

How can I make my retirement portfolio last the rest of my life?

How do I minimize taxes on my portfolio?

How do I transfer my wealth to my family and minimize the tax impact?

How can I simplify my financial life?

How can I grow my wealth, but still sleep soundly at night?

What’s the best way to leave a legacy with my loved ones?

What’s the financial impact if my spouse needs long-term care?

How do I maximise my retirement benefits whilst still maintaining my capital?

Testimonials

“We were referred to CWF by a lawyer colleague who is familiar with insurance company litigation. He deals with insurance matters and advised us that if we were considering insurance, Advisors at CWF are the best in the business.” _______________________________________________________________.

“We find the advisors at the company extremely friendly and helpful, they are aware of our needs and limitations, and we are very satisfied with the services we get.” ______________________________________________________________.

“Over the years I’ve worked with many Financial Advisors. But the Advisor I have felt the most connection with is my current CWF Financial Advisor. Technically proficient and knowledgeable, yet caring and friendly.” _______________________________________________________________.

“Don’t waste energy worrying about end results. Worrying only distracts you from living day to day and enjoying life. Get a CWF Advisor and all your problems are gone.” _______________________________________________________________.

““I really liked the promptness and professionalism of CWF Advisors and I liked how my Advisor explained everything I had questions about and helped me move forward in a timely manner by walking me through everything.”” _______________________________________________________________.

“We were looking for a fresh start in a new country and we found it in Canada. The warmth of the people at CWF Group more than makes up for the cold weather in Ontario. CWF Advisors are great to work with. We learned everything we needed to know about the immigration process, investing in Canada, insurance products and the Canadian culture.” _______________________________________________________________.